The Guide to Testamentary Trusts - E-Book

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What is a Testamentary Trust?


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A testamentary trust (“TT”) is commonly used by estate planning lawyers to protect the assets and inheritance of the testator’s benefciaries from creditors, family law actions and, at the same time, provide fexibility in relation to the distribution of the estate. In essence, a testamentary trust, or multiple testamentary trusts, is a trust that arises from the estate of the deceased and its terms are contained in the Will.

There are other testamentary trusts that may arise on the death of a member of a superannuation fund and in relation to the death of a person with a life insurance policy. If you have super or a life insurance policy, please let us know so we can determine the best solution having regard for your needs and wishes

Information in this document is based on current regulatory requirements and laws, as at 1 June 2022, which may be subject to change.

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